Sector Specialism
Fractional CFO Services for Not-for-Profits.
Strategic financial leadership for charities, social enterprises and foundations — from trustee reporting and SORP compliance to grant management and reserves strategy.
The Sector Reality
Not-for-profit finance is a discipline of its own.
Restricted and unrestricted funds. Charities SORP compliance. Trustee reporting that’s clear enough for non-finance people but rigorous enough to satisfy the regulator. Grant conditions that vary by funder. Reserves policies under scrutiny from donors, regulators and beneficiaries alike.
Generic finance leadership doesn’t translate. The accounting frameworks are different, the governance is different, the stakeholders are different — and the cost of getting it wrong, in reputation as much as in money, is acute.
Members of our practice serve as trustees and non-executive directors in their own right, in addition to delivering fractional CFO services to charities and social enterprises. The practice understands the sector from both sides of the boardroom — and brings commercial discipline to organisations whose income depends on doing the right thing visibly well.
What We Do
Where not-for-profits engage us.
I. Trustee & board reporting.
Year-end accounts and management reports translated into formats trustees can read, understand, challenge and act on. Bringing financial clarity to boards where finance literacy varies.
II. SORP compliance & reporting.
Charities SORP-aligned reporting, restricted/unrestricted fund accounting, statutory accounts, regulator submissions. Getting it right first time, every time.
III. Grant & restricted fund management.
Tracking spend against grant conditions, donor reporting, multi-funder allocation, claims management. The financial discipline that protects future income.
IV. Reserves & cashflow strategy.
Setting reserves policies the regulator accepts and the trustees can defend. Cashflow forecasting that protects mission delivery when income is volatile.
V. Treasurer & CFO cover.
Filling the gap when a treasurer steps down, a finance lead departs, or governance demands more than the existing team can deliver. Interim leadership scoped to the situation.
VI. Systems & finance transformation.
Moving beyond legacy bookkeeping to fit-for-purpose accounting systems — fund accounting, automated grant tracking, cleaner board reporting. Built for the realities of the sector.
Your Team
Not-for-profit specialists in the practice.
The practice members most likely to lead a not-for-profit engagement. Each brings deep sector experience, including active trustee and non-executive roles — and through The Hive Mind, the rest of the practice contributes to every engagement.
Raakhi
CIMA · Startups & Not-for-Profit
Former Accenture. Acquisition experience, business partnering, and active trustee and non-executive roles in the not-for-profit sector.
Chris
ACCA · Professional Services & Not-for-Profit
Group CFO with 15+ years transforming finance functions across professional services and not-for-profit organisations. Expert in fund accounting, governance and complex revenue recognition.
Kadia
ACCA, MBA · Tech Startups & Not-for-Profit
Finance transformation specialist. Leads finance clean-ups, IFRS-aligned reporting and systems implementations — work that translates directly to the governance demands of the not-for-profit sector.
Manny
CIMA, MBA · Creative, Travel & Not-for-Profit
Founding member of Virgin Nigeria Airways and growth accelerator mentor. Active trustee of an autism charity, bringing commercial discipline and lived governance experience to not-for-profit engagements.
In Their Words
“WrightCFO provided invaluable support during a period without a treasurer — a thorough financial review, translating year-end accounts into clear formats for all trustees.”
Katherine Sparkes, MBE
Flamingo Chicks
Next Step
Ready to talk?
A 30-minute discovery call with our founder is the fastest route to understanding whether we’re the right fit for your organisation.
